Opinion
Disney (DIS): Content is King - The Media Company Returns to its Roots: Focus on Quality Entertainment Instead of Activism!
I welcome Disney's strategic repositioning and see it as a long-overdue return to the core values of...
PowerFleet is Finally an Affordable Alternative to Samsara in the IoT Sector
PowerFleet (AIOT) combines data collected from sensors on people, assets, or IoT devices and can analyze...
Alibaba's Accio Revolutionizes B2B Trade With AI Power – an Impressive Success Story!
I am positively surprised by the rapid development of Alibaba's new AI-powered B2B search engine Accio....
Why McDonald's is a Core Investment
As the world's leading fast-food chain, McDonald's (NYSE: MCD) enjoys high brand recognition. Travelers...
D-Wave Quantum is Poised to Dominate the Quantum Computing Sector!
D-Wave Quantum (NYSE: QBTS) "will be profitable before all other pure quantum companies ", said Alan...
Wacker Neuson is a Beneficiary of Increased Housing Construction in Germany and a Reconstruction of Ukraine!
From February 14 to February 16, 2025, the Munich Security Conference will take place. The USA intends...
Salesforce (CRM) - The AI Champion is Poised to Take Off in 2025!
I am absolutely convinced that with its AI platform Agentforce, Salesforce has taken the right path...
Why GFL Environmental's Stock Is Suitable as a Conservative Portfolio Addition!
The stock of waste management company GFL Environmental (NYSE: GFL) is worth a look, in my opinion. GFL...
DeepSeek Represents the Turning Point – The China Discount is Facing a Revaluation!
"2025 will be the year when the investment world realizes that China is surpassing the rest of the world”,...
Affirm (AFMR): The BNPL Pioneer Impresses Across the Board!
I remain positively convinced about Affirm's development! The company impressively demonstrates how...
Philip Morris Impresses With Strong Results – Positive Growth Prospects and Attractive Dividend
As part of my dividend favorites for 2025, I mentioned Philip Morris (i) in December. In mid-January,...
Why 2025 is Shaping Up to Be a Great Year for Xiaomi!
Xiaomi's stocks recently reached an all-time high as optimism regarding the profit prospects of the Chinese...
BYD Unveils "God's Eye" on February 10th – Is the big Leap Into Autonomous Driving Coming?
BYD will unveil its latest strategy for intelligent vehicle control on February 10th. Central to this...
Three Reasons why I am Bullish on Bechtle and Cancom Over the Next two Years!
The IT service providers have been correcting for three years. Currently, Bechtle and Cancom (i) are...
Qualcomm Benefits From Edge AI - Reaction to Quarterly Figures is a Buying Opportunity!
Qualcomm CEO Amon speaks of the "entry into the era of AI inference," as calculations are increasingly...
Valneva: Contract From the US Department of Defense and Market approval for Chikungunya Vaccine in the UK!
The biopharmaceutical company Valneva SE has faced some significant setbacks in the past, particularly...
Tesla: The Valuation is not the Most Important Aspect. It is the Opportunity to Invest in a Leading Robotics Company!
Tesla (i) (TSLA) is worth $1.2 trillion on the stock market. Yes, the traditional automotive business...
Alphabet confirms my hypothesis: DeepSeek leads to even more AI infrastructure spending!
Instead of cutting investments, Alphabet is deploying $75 billion for AI infrastructure – nearly 30%...
Mercury Systems: 4 Reasons for the Successful Big-Picture Breakout
Mercury Systems (MRCY) is well positioned with advanced and robust technologies for safety-critical and...
Spotify's Transformation into a Profitable Audio Giant is Impressive!
I am deeply impressed by Spotify's successful transformation. The first annual profit in the company's...
That's why XPeng's next "DeepSeek moment" could be approaching!
Tesla CEO Elon Musk claims he needs a telescope to identify the next competitor in autonomous driving...
Alibaba and JD - Chinese Tech Stocks Resist the Trade Conflict - A Surprisingly Resilient Development!
I view the current development of Chinese tech stocks with cautious optimism. The remarkable resilience...
Nintendo: An Investment in Nostalgia and the Future of Entertainment
Nintendo (TSE: 7974) boasts an impressive portfolio of world-renowned brands such as Super Mario, Zelda,...